Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.26

-11.1%

3:59 PM EST

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To: Ian@SI who started this subject	7/31/2000 4:56:45 PM
From: multicollinearity	Read Replies (1) of 93625

This may have been an influential factor as to why Rambus was only up 2 3/8 today in a strong NASDAQ market. zdii.com Rambus (Nasdaq: RMBS) Haters of Intel (Nasdaq: INTC) loathe US Bancorp Piper Jaffray analyst Ashok Kumar because of his past skepticism about AMD. But they might love him today, because Kumar's latest report takes a shot on that other target of anti-Intel scorn: RDRAM. The anything-but-Intel crowd never passes up a chance to criticize Rambus' memory chip technology as overpriced and overrated. Kumar doesn't quite go that far, but he does note that Intel's decision to roll out SDRAM chipsets for the Pentium 4 could keep RDRAM confined to a narrow segment of PC buyers. Intel also is thinking about chipsets for a competing technology, double data rate SDRAM, which proponents have argued is almost if not as fast as RDRAM. "Development of 200MHz DDR chipset for P4 will be the nail in the coffin for RDRAM," write Kumar and associate Paul Mansky. Rambus does get DDR royalties from at least two manufacturers, but the revenue from DDR will be lower than from RDRAM, Kumar says. The Piper Jaffray report comes on the same day that Rambus unveiled a new speed milestone. Shares of Rambus gained more than 5 percent following the announcement of 1+ GHz DRAM. But Kumar points out that few applications need all that RDRAM provides. "Intel is, above all, a pragmatic company," the Piper Jaffray analysts write. "Many people at Intel still believe that RDRAM is a technically superior solution. But Intel is not willing to crucify Pentium 4 for the sake of RDRAM. ... Without Intel's staunch backing, Rambus runs the risk of becoming a niche solution."

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